Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $72,500 |
Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $66,239 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $36,622 |
EASTERN IOWA FRINGE BENEFITS6+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $26,998 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,535 | $91,517+16.4% | $101,275+5.2% | $73,412+45.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.91% | 17.17%-7.3pp | 46.48%-36.6pp | 59.30%-49.4pp |
| Employer contribution / active EE | $3,672 | $2,877+27.6% | $3,660+0.3% | $2,234+64.4% |
| Participant deferral / active EE | $2,787 | $3,338-16.5% | $4,371-36.2% | $3,806-26.8% |
| Admin fee / account holder | $211 | $216-2.4% | $5,948-96.5% | $158+33.4% |